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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

32 hedge funds and large institutions have $35.1M invested in iShares Morningstar Multi-Asset Income ETF in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+29
Holders Change %
+966.67%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
–
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.72M
2
UBS Group
2
UBS Group
Switzerland
$5.6M
3
Bank of America
3
Bank of America
North Carolina
$5.59M
4
LPL Financial
4
LPL Financial
California
$5.45M
5
SCM
5
Stonehearth Capital Management
Massachusetts
$2.01M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$388K
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
FIG
3
Fusion Investment Group
Pennsylvania
$101K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.72M 262,121 +262,121 New
UBS Group
2
UBS Group
Switzerland
$5.6M 218,476 +218,476 New
Bank of America
3
Bank of America
North Carolina
$5.59M 218,035 +218,035 New
LPL Financial
4
LPL Financial
California
$5.45M 212,789 +212,789 New
SCM
5
Stonehearth Capital Management
Massachusetts
$2.01M 78,373 +78,373 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.66M 64,781 +64,781 New
PFP
7
Pinnacle Financial Partners
Tennessee
$1.09M 42,680 +42,680 New
Wells Fargo
8
Wells Fargo
California
$906K 35,329 +35,329 New
VFS
9
VSR Financial Services
Kansas
$697K 27,188 +27,188 New
FHC
10
First Heartland Consultants
Missouri
$598K 23,330 +23,330 New
PAG
11
Private Advisor Group
New Jersey
$511K 19,945 +19,945 New
MFS
12
MSI Financial Services
Massachusetts
$487K 19,017 +19,017 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$464K 18,118 +18,118 New
SI
14
SII Investments
Wisconsin
$441K 17,134 +17,134 New
AIM
15
Advantage Investment Management
Iowa
$404K 15,781 +15,781 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$388K 15,163 -6,466 -30%
P
17
Palladiem
Pennsylvania
$371K 14,500 +14,500 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$360K 14,042 +14,042 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$353K 13,760 +13,760 New
BlackRock
20
BlackRock
New York
$238K 9,299 +9,299 New
IH
21
IFC Holdings
Florida
$221K 8,532 +8,532 New
AIG
22
American International Group
New York
$195K 7,606 +7,606 New
FIG
23
Fusion Investment Group
Pennsylvania
$101K 3,930 -1,842 -32%
FBT
24
Founders Bank & Trust
Michigan
$98K 3,815 +3,815 New
BIM
25
BlackRock Investment Management
Delaware
$68K 2,662 +2,662 New
1
2